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State Street SPDR S&P MIDCAP 400 ETF Trust

932 hedge funds and large institutions have $11.2B invested in State Street SPDR S&P MIDCAP 400 ETF Trust in 2019 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 224 increasing their positions, 349 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

235% more first-time investments, than exits

New positions opened: 134 | Existing positions closed: 40

21% more call options, than puts

Call options by funds: $291M | Put options by funds: $241M

10% more funds holding

Funds holding: 847932 (+85)

9% more funds holding in top 10

Funds holding in top 10: 8289 (+7)

7% more capital invested

Capital invested by funds: $10.5B → $11.2B (+$700M)

3.45% more ownership

Funds ownership: 55.36%58.8% (+3.4%)

36% less repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 349

Holders
932
Holders Change
+85
Holders Change %
+10.04%
% of All Funds
18.36%
Holding in Top 10
89
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+8.54%
% of All Funds
1.75%
New
134
Increased
224
Reduced
349
Closed
40
Calls
$291M
Puts
$241M
Net Calls
+$49.6M
Net Calls Change
-$90.4M
Name Holding Trade Value Shares
Change
Change in
Stake
OPCM
451
Osborne Partners Capital Management
California
$1.15M +$385K +1,065 +54%
FNBOMD
452
First National Bank of Mount Dora
Florida
$1.14M -$18.1K -50 -2%
OFG
453
Oxford Financial Group
Indiana
$1.13M +$9.76K +27 +0.9%
PCG
454
Private Capital Group
Connecticut
$1.13M +$249K +688 +30%
PAS
455
Partnervest Advisory Services
California
$1.11M -$122K -337 -10%
AF
456
Aldebaran Financial
$1.11M -$473K -1,309 -31%
FT
457
Fiduciary Trust
Massachusetts
$1.1M +$72.3K +200 +7%
EDRH
458
Edmond de Rothschild Holding
Switzerland
$1.09M
WB
459
WesBanco Bank
West Virginia
$1.09M
AW
460
ACG Wealth
Georgia
$1.08M -$513K -1,418 -33%
Axa
461
Axa
France
$1.08M +$104K +288 +11%
BAAM
462
Baker Avenue Asset Management
California
$1.07M
HR
463
Hardy Reed
Mississippi
$1.04M
HPC
464
HM Payson & Co
Maine
$1.04M -$18.1K -50 -2%
SWPG
465
Strategic Wealth Partners Group
Illinois
$1.04M +$60K +166 +6%
FRM
466
Fox Run Management
Connecticut
$1.03M +$759K +2,100 +330%
CA
467
Cetera Advisors
Colorado
$1.01M +$36.9K +102 +4%
HIM
468
Hanlon Investment Management
New Jersey
$1M -$65.4K -181 -6%
GIA
469
Granite Investment Advisors
New Hampshire
$982K
EW
470
Evoke Wealth
California
$976K +$211K +585 +29%
AIC
471
Ameritas Investment Company
Nebraska
$974K +$84.9K +235 +10%
SRC
472
Shufro Rose & Co
New York
$968K
NA
473
NewEdge Advisors
Louisiana
$965K -$733K -2,028 -44%
TA
474
Tiedemann Advisors
New York
$959K -$991K -2,743 -52%
LWA
475
Lenox Wealth Advisors
New York
$947K -$8.68K -24 -0.9%

MDY Hedge Fund Activity: Q4 2019 in Review

932 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) for Q4 2019, worth a combined $11.2B — up 6.7% from $10.5B a quarter earlier.

Buyers outnumbered sellers: 134 funds opened new MDY positions and 40 closed out — a net gain of 94 holders — while 224 added to existing stakes and 349 trimmed.

The largest buyer was SG Americas Securities, adding an estimated $64.4M. The largest seller was Citigroup, cutting an estimated $94.1M.

  • 932 institutional investors held State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) as of Q4 2019, up from 847 in Q3 2019.
  • Funds reported $11.2B of State Street SPDR S&P MIDCAP 400 ETF Trust stock for Q4 2019, up 6.7% quarter-over-quarter.
  • 134 funds opened new State Street SPDR S&P MIDCAP 400 ETF Trust positions in Q4 2019 and 40 closed out, a net change of +94 holders.
  • The largest State Street SPDR S&P MIDCAP 400 ETF Trust buyer in Q4 2019 was SG Americas Securities, an estimated $64.4M added.
  • The largest State Street SPDR S&P MIDCAP 400 ETF Trust seller in Q4 2019 was Citigroup, an estimated $94.1M sold.

Based on aggregated 13F filings for Q4 2019.